INDEPENDENT Overview

Independent Franchise Partners Llp is an investment advisor that manages 13.6 BN dollars in regulatory AUM and has 17 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/09 to 09/30/16. The fund's latest filing disclosed 10BN in positions, representing 73% of the manager's regulatory AUM.

INDEPENDENT StockAlpha

+2.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

INDEPENDENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 8.62% Tech -2.99% -0.13% 0 42%
JNJ 7.28% Health -4.59% -0.04% 1 34%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

INDEPENDENT Founders and Key Employees

Name Title In Position Since
Hassan A. Elmasry Partner March-2009
John T. Kelly- Jones Partner / Chief Compliance Officer March-2009
Jayson I. Vowles Partner March-2009
Michael D. Allison Partner March-2009
Paras C. Dodhia Partner March-2009

INDEPENDENT Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

INDEPENDENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


The Franchise investment approach is founded on the belief that a concentrated portfolio of exceptionally high quality companies - whose primary competitive advantage is supported by a dominant intangible asset - selected with an absolute value bias will earn attractive long-term returns with less than average absolute volatility.

The Firm’s investment universe comprises securities listed on major stock exchanges around the
world. However, the actual investment universe is small and well defined.

The Firm’s preliminary sources of information include annual reports and regulatory filings, independent databases, the press and stockbrokers’ equity research. Meeting company management before investment is also an important part of the Firm’s research process.

The Firm produces detailed proprietary financial models for each company. The models are used to measure the ab...
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INDEPENDENT Portfolio Concentration

INDEPENDENT Location

LEVEL 1
10 PORTMAN SQUARE
LONDON, UNITED KINGDOM, W1H 6AZ

INDEPENDENT Contact Information

Phone Number: +44 207 495 9070
Fax Number: +44 207 486 3382
Website:

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